Financial Transactions

 

Financial transactions

What are your earnings? How much do you owe? What’s your financial status? What is your customer's value?
Debts, balances, receipts, and payments. Keep a close eye on all of your financial data.

 

Collections

Collect premiums from customers or agents and commissions from insurance companies or providers

Payments

Pay commissions to agents and premiums to insurance companies or providers.

Mass transactions

Use the mass payments and mass collections features to complete transactions for a group of policies, depending on the transactional party (agent, insurance company, customer)

Financial reporting

Keep track of your financials. Enter payments or collections reporting, evaluate results and view how your agency performs in any given period.

Receipts and vouchers

For every completed transaction you may print, save or export a receipt. Once you create a receipt it is automatically connected to the customer.

Financial Transactions was last modified: September 20th, 2017 by Pakia